crm操作销售合同实体

using System;

using Microsoft.Xrm.Sdk;

using Microsoft.Crm.Sdk.Messages;

using Microsoft.Xrm.Sdk.Query;

/// <summary>

/// 销售合同

/// </summary>

public class ContractHelper

{

public static readonly string entityName = "contract";

public Guid contractId = Guid.Empty;

public IOrganizationService service;

/// <summary>

/// 创建销售合同

/// </summary>

public void Create()

{

Entity en = new Entity() { LogicalName = entityName };

en["title"] = "销售合同测试";

contractId = service.Create(en);

}

/// <summary>

/// 将销售合同分派给其他用户或团队

/// </summary>

/// <param name="assignee">用户或团队引用</param>

public void Assign(EntityReference assignee)

{

AssignRequest request = new AssignRequest();

request.Target = new EntityReference() { LogicalName = entityName, Id = contractId };

request.Assignee = assignee;

AssignResponse response = (AssignResponse)service.Execute(request);

}

/// <summary>

/// 取消合同

/// </summary>

/// <param name="status">取消的状态</param>

public void CancelContract(int status)

{

CancelContractRequest request = new CancelContractRequest();

request.ContractId = contractId;

request.CancelDate = DateTime.Now;

request.Status = new OptionSetValue(status);

CancelContractResponse response = (CancelContractResponse)service.Execute(request);

}

/// <summary>

/// 复制合同

/// </summary>

public void CloneContract()

{

CloneContractRequest request = new CloneContractRequest();

request.ContractId = contractId;

request.IncludeCanceledLines = true;

CloneContractResponse response = (CloneContractResponse)service.Execute(request);

//销售合同

Entity contractEn = response.Entity;

}

/// <summary>

/// 续订合同

/// </summary>

public void RenewContract()

{

RenewContractRequest request = new RenewContractRequest();

request.ContractId = contractId;

request.IncludeCanceledLines = true;

//合同的状态

request.Status = 0;

RenewContractResponse response = (RenewContractResponse)service.Execute(request);

//销售合同

Entity contractEn = response.Entity;

}

/// <summary>

/// 与其他安全主体(用户或团队)共享销售合同

/// </summary>

/// <param name="accessMask">访问权限</param>

/// <param name="principal">用户或团队引用</param>

public void GrantAccessRequest(AccessRights accessMask, EntityReference principal)

{

GrantAccessRequest request = new GrantAccessRequest();

request.Target = new EntityReference() { LogicalName = entityName, Id = contractId };

request.PrincipalAccess = new PrincipalAccess() { AccessMask = accessMask, Principal = principal };

GrantAccessResponse response = (GrantAccessResponse)service.Execute(request);

}

/// <summary>

/// 删除指定安全主体(用户或团队)对销售合同的所有访问权限

/// </summary>

/// <param name="revokee">用户或团队引用</param>

public void RevokeAccess(EntityReference revokee)

{

RevokeAccessRequest request = new RevokeAccessRequest();

request.Target = new EntityReference() { LogicalName = entityName,Id = contractId };

request.Revokee = revokee;

RevokeAccessResponse response = (RevokeAccessResponse)service.Execute(request);

}

/// <summary>

/// 删除销售合同

/// </summary>

public void Delete()

{

service.Delete(entityName, contractId);

}

}

时间: 2024-10-25 14:54:10

crm操作销售合同实体的相关文章

crm操作报价单实体

using System; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; /// <summary> /// 报价单 /// </summary> public class QuoteHelper { public static readonly string entityName = "quote"; public Guid q

crm操作商机实体

using System; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; public class OpportunityHelper { public static readonly string entityName = "opportunity"; public Guid opportunityId = Guid.Empty; /// <summary> /// 创建商机 /// </sum

crm操作约会实体

using System; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; /// <summary> /// 约会 /// </summary> public class AppointmentHelper { public static readonly string entityName = "appointment"; pu

crm操作案例实体

using System; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; /// <summary> /// 案例 /// </summary> public class IncidentHelper { public static readonly string entityName = "incident"; public G

crm操作发票实体

using System; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; using Microsoft.Crm.Sdk.Messages; /// <summary> /// 发票 /// </summary> public class InvoiceHelper { public static readonly string entityName = "invoice"; public Gui

crm操作货币实体

using System; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; /// <summary> /// 货币 /// </summary> public class TransactionCurrencyHelper { public static readonly string entityName = "transactioncurrency"; public Guid trans

crm操作传真实体

using System; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; /// <summary> /// 传真 /// </summary> public class FaxHelper { public static readonly string entityName = "fax"; public Guid faxId

crm操作产品实体

using System; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; /// <summary> /// 产品 /// </summary> public class ProductHelper { public static readonly string entityName = "product"; public Guid productId = Guid.Empty; publi

crm操作权限

using System; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; using System.Collections.Generic; using Microsoft.Crm.Sdk.Messages; /// <summary> /// 权限 /// </summary> public class PrivilegeHelper { public static readonly string entityNa